Chandler Asset Management Inc
Firm details
- Headquarters
- San Diego, California
- CRD number
- 107287
- Registered since
- July 22, 1993
- Website
- www.chandlerasset.com
- Custodians
- U.S. BANK, N.A., THE BANK OF NEW YORK MELLON, PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government83.31%
- Other11.09%
- Pooled Investment Vehicles5.03%
- Corporations / Businesses0.36%
- Charitable Organizations0.18%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chandler Asset Management Inc is an institutional registered investment adviser that has been SEC-registered since 1993 and focuses on serving institutional clients and pooled vehicles. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and charges fees as a percentage of AUM as well as hourly and fixed fees. Chandler identifies as an active ESG investor and maintains an industry affiliation with a broker-dealer. The firm’s positioning is heavily oriented toward fixed-income management rather than equity allocation. It is not structured as a capital allocator and does not present itself as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds54%
- Investment Grade Corp Bonds22%
- Other12%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
Owners & executives
3 of 7
Martin Cassell
Chief Financial OfficerCRD 4330905
Michael Rasmussen
Chief Compliance Officer & General CounselCRD 6874332
Jayson Schmitt
Co-Chief Investment OfficerCRD 4892847
Contacts
3 of 16
Carlos Oblites Márquez
Senior Portfolio StrategistCRD 5350645
Genevieve Lynkiewicz
Senior Portfolio ManagerCRD 4462193
Stephen Church
Associate Portfolio ManagerCRD 6878939
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$1.4B in ETFs
100%
$1.4B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $130M | 174,221 | 9.45% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 9255 Towne Centre Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Pure Financial Advisors, LLC
RIASan Diego, CA
Fairfield Realty Advisors LLC
RIASan Diego, CA
LM Capital Group, LLC
RIASan Diego, CA
American Assets Investment Management, LLC
RIASan Diego, CA
Metis Global Partners, LLC
RIASan Diego, CA
Globeflex Capital LP
RIASan Diego, CA